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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,076 | $184,014-60.8% | $161,149-55.3% | $138,895-48.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 12.80% | 21.52%-8.7pp | 21.16%-8.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,263 | $5,055-55.2% | $4,360-48.1% | $4,194-46.1% |
| Participant deferral / active EE | $2,556 | $6,909-63.0% | $6,153-58.5% | $6,396-60.0% |
| Admin fee / account holder | $30 | $18,027-99.8% | $15,194-99.8% | $12,562-99.8% |